Creating an Undocked User License

GoldMine has a sub-license for an individual user called an Undocked License (U-License). This license type is created for users who work primarily with GoldMine at a remote location on a laptop, notebook, or home office computer but who also need to log on to the network occasionally. Before creating an undocked consider the following:

Creating an undocked user decreases the available users of the network site (Master License or Site License) by one; however, when an undocked user logs on to the site from which they were sub-licensed, they do not take up an additional seat.

Every user supported by the GoldMine license can have an Undocked license to work on a remote computer. For example, on a 5-user GoldMine system, 5 Undocked licenses can be created. This is in contrast to creating an “S” sub-license which requires one seat to remain available from the Master License.

All undocked users, as well as the total number of users that make up the difference in the total number allowed by the Master License can log on to GoldMine. For example, on a 5-user GoldMine system with 3 undocked users, 3 undocked users plus 2 other users can log on to GoldMine.

If you undock all users, only those users will be able to log in. If you have not assigned master rights to any of those undocked users, GoldMine administration cannot take place.

When used in combination with GoldSync, administrators can synchronize security settings to undocked users including new passwords, menu items, and preferences in addition to data.

To work on an undocked basis, users must have an Undocked license on their laptop. Create an Undocked license from the Master License or a Site license.

To Create an Undocked User License

1. From the GoldMine main menu, select Tools > Configure > License Manager.
2. At the License Manager window, click the Licenses tab and Undock Users.
3. At the Create Undocked User Licenses dialog box, select the check box next to the user you want to create a sub-license for, and click Create Undocked License.
4. At the Sub-Licenses dialog box, review the information and click I Agree.

The sub-license number for a remote user or an undocked user appears in the Sub-license for Remote Site [Name of Site] dialog box.

GoldMine adds the sublicense to the Licenses tab browse window under previously installed license(s). The first character of a site sublicense serial number is U.

5. Write the sub-license number down or copy it to Windows Notepad.

NOTE: A unique sublicense number is needed for each remote computer installation. Send the remote site number to the remote location. The GoldMine administrator at the remote site can then type the license number during the GoldMine installation.

NOTE: Licensing is not necessary on Undocked user installations when installation is done by a One-button installer package.